At title order.
- Provide the property, loan purpose and target closing date.
- Identify the borrower and lender contacts.
- Provide the lender’s required title-order instructions.
- Confirm the channel for private documents.
During coordination.
- Review commitment and applicable CPL requirements.
- Address existing financing and payoff documentation.
- Share changes to loan terms, dates or instructions.
- Coordinate settlement figures and document delivery.
At closing and afterward.
- Confirm the signing method and document requirements.
- Communicate funding authorization and disbursement conditions.
- Coordinate recording and document return.
- Track any remaining post-closing requirements.
General preparation guidance. Use your contract and transaction-specific instructions; consult the appropriate professional for legal, tax or coverage questions.